Blog
Every now and then I sit across from an owner who’s been running their business for years and still feels like the monthly reports are speaking another language. They’ll say, “I look at everything. I just don’t get what any of it means.” I get that. And I’ve heard those same words for…
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Most business owners wait until January to plan next year. CFOs don’t. They’re already reviewing cash flow, expense ratios, and forecasts before Q4 ends. These structured resets ensure that next year’s budget is grounded in reality, not last year’s wishful thinking. Forecasts show you numbers. Systems show you patterns. In a market shaped…
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Most business owners pay themselves the wrong way and don’t even realize it. Not because they’re careless. Because no one ever explained the difference between what they do, what they own, and what they govern. If you’re like most founders, your income is a mix of direct deposits, irregular transfers, and whatever’s left after expenses.…
...Most bottlenecks in a business don’t come from bad people. They come from bad accounting structure. If your team has to ask you for numbers they should already know—or if approvals, spending decisions, or project timelines all wait for your signoff—it’s not about leadership. It’s about system failure. And it usually starts in your financial…
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You’re Halfway Through the Year. Are You Just Coasting? Most business owners hit June running on fumes. You’re either coasting on Q1 wins or reacting to Q2 chaos. Either way, the halfway mark is your chance to pause and ask: Is this working? Here’s how to make June the turning point, not just a checkpoint.…
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Charlotte, NC — May 29, 2025 — Cassmer Ward, founder and CEO of Nexagy, is among the Charlotte Business Journal’s 2025 Most Admired CEO list. The annual recognition highlights leaders who demonstrate exceptional vision, integrity, and measurable impact within their industries and communities. Nexagy helps business owners turn financial data into real, actionable insights. The…
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